FavCRM

Connect Remote server

claude mcp add --transport http favcrm https://api.favcrm.io/mcp --header "Authorization: Bearer <YOUR_API_KEY>"

{
  "mcpServers": {
    "favcrm": {
      "url": "https://api.favcrm.io/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

{
  "servers": {
    "favcrm": {
      "type": "http",
      "url": "https://api.favcrm.io/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://api.favcrm.io/mcp

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools 80 found in our last check

• search_members

  Search and filter members/accounts. Supports text search, date ranges, booking/activity history, membership tier, tags, and more. Use lastBookingBefore/inactiveDays to find inactive members.

• get_member_profile

  Get detailed profile for a specific member/account by ID.

• preview_customer_import

  Preview a bulk customer import (max 2000 rows). Matches existing accounts by phone/email and shows create vs update actions plus points/stamps/credit deltas. Use commit_customer_import with the returned sessionId to apply.

• commit_customer_import

  Commit a previewed customer import. Pass the same rows and sessionId returned by preview_customer_import. Creates/updates accounts and applies points, stamps, and credit deltas.

• create_account

  Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.

• update_account

  Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.

• delete_account

  Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.

• list_tags

  List all available tags for the merchant.

• create_tag

  Create a CRM tag for customer segmentation and organization.

• update_tag

  Rename or recolor an existing CRM tag.

• delete_tag

  Delete a CRM tag and remove it from all tagged entities.

• attach_tags

  Attach one or more tags to a member/account. Useful for segmenting members after filtering.

• detach_tags

  Detach one tag from one or more member/account records.

• list_tiers

  List all membership tiers with member counts and stats.

• get_membership_tier

  Get a specific membership tier by ID.

• issue_rewards

  Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.

• enrol_membership

  Enrol a member into a membership tier. Free tiers enrol immediately; paid tiers return PAYMENT_REQUIRED unless skipPriceCheck is set. Use list_tiers first to find the target tier.

• get_loyalty_balance

  Get a member's current loyalty balance — points, stamps, credits, lifetime totals, and active membership tier. Returns null if the member is not enrolled.

• earn_loyalty_points

  Credit loyalty points or stamps to a member. Use field="points" for points, "stamps" for stamps. Server records a transaction with the reason as audit context.

• get_dashboard_stats

  Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.

• list_bookings

  List bookings with filters for date range, status, service, staff, or member.

• get_booking_detail

  Get full booking details including line items, status history, and participants.

• get_booking_stats

  Get booking counts: today, this week, this month, and breakdown by status.

• get_available_slots

  Find available booking slots for a service on a specific date.

• list_services

  List booking services with name, price, duration, and status.

• get_service_detail

  Get full service details including addons, staff, resources, and tier pricing.

• get_service_tier_pricing

  Read every membership-tier pricing configuration for one booking service.

• set_service_tier_pricing

  Set the complete pricing and booking-policy configuration for one membership tier on a booking service.

• copy_service_tier_pricing

  Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.

• create_service

  Create a bookable service. Sets duration, price, capacity, and policies. Use list_service_categories first if you want to attach to an existing category.

• update_service

  Update an existing booking service. Pass only the fields you want to change.

• create_service_schedule

  Create a bookable schedule window for a service, including recurring weekly/daily availability.

• list_service_schedules

  List schedule windows for booking services.

• update_service_schedule

  Update a service schedule window. Pass only fields to change.

• assign_staff_to_service

  Assign a staff member to a booking service. Pass users.id from list_staff.userId.

• link_resource_to_service

  Link a room/resource to a booking service.

• list_service_categories

  List service categories (groups for booking services like "Treatments", "Classes").

• create_service_category

  Create a service category (e.g. "Treatments", "Classes") to group bookable services.

• create_resource

  Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.

• set_resource_availability

  Add an availability window for a resource. Use day-of-week + recurring=true for weekly schedules, or a specific date for one-off blocks.

• set_staff_availability

  Add an availability window for a staff member (companyMembers.id). Use day-of-week + recurring for weekly schedules, or a specific date for one-off changes.

• get_booking_settings

  Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.

• update_booking_settings

  Update global booking settings. Pass only the fields you want to change.

• list_tickets

  List support tickets with optional filters.

• get_ticket_stats

  Get ticket counts grouped by status.

• create_ticket

  Create a support ticket for a member issue.

• update_ticket_status

  Update the status of an existing support ticket.

• list_surveys

  List surveys with optional status/search filters.

• create_survey

  Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.

• get_survey

  Get survey detail, including blocks, publishing status, visibility, settings, and response count.

• update_survey

  Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.

• archive_survey

  Archive a survey and remove it from active survey lists.

• get_survey_stats

  Get response and invitation metrics for a survey overview dashboard.

• get_survey_responses

  List responses for a survey.

• list_survey_invitations

  List survey invitation history without exposing token hashes or old invitation tokens.

• create_survey_invitation

  Create a token-auth survey invitation for a specific member/account or contact.

• list_survey_workflows

  List automation workflows attached to a survey.

• upsert_survey_workflow

  Create or update a survey automation workflow, usually triggered by survey_response_submitted.

• list_deals

  List CRM deals (sales pipeline) with optional filters.

• get_deal

  Get detailed CRM deal information by ID.

• create_deal

  Create a CRM sales pipeline deal, optionally linked to a customer account and contact.

• update_deal

  Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.

• delete_deal

  Soft-delete a CRM deal from the sales pipeline.

• update_deal_stage

  Move a deal to a different pipeline stage.

• mark_deal_won

  Mark a CRM deal as won and set close date.

• mark_deal_lost

  Mark a CRM deal as lost. Requires a lost reason.

• convert_lead

  Convert an account: qualify its open lead (creating one if needed) and link exactly one pipeline deal. Also promotes lifeStage lead -> active. Safe to repeat — a second call lands on the same lead and deal. Works on accounts that are already active.

• list_contacts

  List contacts (people linked to CRM accounts), optionally filtered by account or search.

• get_contact

  Fetch a single contact by ID.

• create_contact

  Create a contact on an existing CRM account.

• update_contact

  Update fields on an existing contact.

• set_primary_contact

  Set a contact as the primary contact for its CRM account and demote other contacts on that account.

• delete_contact

  Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.

• list_custom_fields

  List custom field definitions for CRM entities such as account, contact, deal, or booking.

• get_custom_field

  Get a custom field definition by ID.

• create_custom_field

  Create a custom field definition for CRM entities. Use options for select or multiselect fields.

• update_custom_field

  Update a custom field definition label, type, options, required flag, or sort order.

• delete_custom_field

  Delete a custom field definition and its stored values.

• get_custom_field_values

  Get custom field values for a CRM entity such as an account, contact, deal, or booking.

• set_custom_field_values

  Set or clear custom field values for a CRM entity. Values are stored as strings; pass null to clear a value.

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